Small Business Owners

First and foremost, congratulations on being a small business owner. Entrepreneurship is an all-consuming lifestyle that brings highs and lows throughout the journey of establishing and growing the business.

Parsec has more than 35 years of experience working in local communities to help small business owners plan and prepare for their future. Let us help you navigate the financial complexities of owning a business, including overseeing your employee retirement plans and helping you with succession planning.

Providing Financial Guidance to Small Business Owners

Our non-biased, fiduciary approach gives you the assurance that there are no ulterior motives. We provide straightforward and easy-to-understand advice with a clearly defined path forward.

As a Parsec client you would have one central point of contact with your financial advisor, who is supported by a robust team of financial planners, portfolio managers, tax specialists and client service specialists.

You have good reason to trust your company’s future and personal financial well-being with Parsec. With $3.427 billion in assets under management as of Dec. 31, 2020, we have the history and experience to help you and your business succeed.

Topics we prioritize with small business owners:

Thought Leadership:

Financial Advisors:

Senior Financial Advisor | Director of Business Retirement Services

Using Our 40 Years of Excellence to Help Define Your Path Forward

Get in touch with a Parsec Financial representative at an office near you.

Scroll to Top